Lenox Wealth Advisors’s CarGurus CARG Stock Holding History

Lenox Wealth Advisors’s Portfolio CARG Stock Details CARG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-91	Closed	-$3K	–	792
2021 Q4	$3K	Hold	91	–	–	﹤0.01%	659
2021 Q3	$3K	Hold	91	–	–	﹤0.01%	597
2021 Q2	$2K	Hold	91	–	–	﹤0.01%	634
2021 Q1	$2K	Sell	91 -90	-50%	-$2.61K	﹤0.01%	593
2020 Q4	$6K	Buy	+181	New	+$4.47K	﹤0.01%	485

Other funds holding CARG

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Lenox Wealth Advisors's CARG Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of CarGurus (CARG) in Q1 2022, closing a stake of 91 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in CARG in Q4 2020 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 262 funds tracked by Wall St. Rank hold CARG as of Q1 2022.

Lenox Wealth Advisors reported no remaining CarGurus position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 91 CarGurus shares in Q1 2022, an estimated $3K.
Lenox Wealth Advisors first reported a position in CarGurus in Q4 2020 and held it in 5 quarters.
Lenox Wealth Advisors's CarGurus position peaked at $6K in Q4 2020.
262 funds tracked by Wall St. Rank held CarGurus as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.